Regal Investment Advisors LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 1559789
KENTWOOD, MI
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$789,719
+$43,917 QoQ
Shares Held
20,804
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#62
of 97 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 46%
None 54%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,719 | 20,804 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $745,802 | 21,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $537,404 | 15,211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $324,979 | 9,360 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $306,511 | 9,166 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||